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20130318
20130326
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technology. we keep seeing that, although, look, maybe micron and the g-rams were good last week and someone makes that case. >> what happens is once somebody wins the bid what happens after that? how much of an ability will they have to leave the company to spend money with a deteriorating balance sheet and your hands are tied there. >> do people just need to put money to work and this company's for sale? >> michael dell has done a pretty terrific job of trying to turn around the company that is frankly, in the end, stuck with a business model that involves the personal computer at the heart of it. >> apollo is a huge gainer and we don't talk about it often unless herb's on the case and they did have 34 cents a share and the journal saying there appeared to be some positive thing goings around this much-maligned name. >> this was selling at two times ebitda. >> this was -- a lot of the smarter hedge funds that i do speak to were telling me you have to get bullish. are you kidding me? until i see the university of phoenix in the final four it ain't happening. >> the florida gulf coast would
including one for a technology firm going public today. we'll talk to the model n. also samsung is launching a new product today and it's not a smartphone. we'll talk exclusively with samsung electronics america president tim baxter about what his company is unveiling and taking another look at the futures. it looks like it will be a strong open out of the gates today. the dow with an implied open plus 70 with the nasdaq following suit. more "squawk on the street" live at post 9 on the nyse when we come back. >>> it's wall street firm is jumping on the best buy bandwagon. credit suisse overweight with a $30 price target and the firm calling best buy its best near-term idea expressing confidence in its management's ability to turn the company around. credit suisse is saying it is upbeat about the best buy earnings prospects. the stock is now up almost 90% so far this year. gary balter is the analyst. jim, who i know you know well. >> yes. >> i love the note this morning more than anything. >> i mean, he's quoting bob seeger saying i know it's late. i know you're weary. a lot of people have up
and housing starts. big crowd here, post 9. "squawk on the street" returns right after this. zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. [ male announcer ] this is karen and jeremiah. they don't know it yet, but they're gonna fall in love, get married, have a couple of kids, [ children laughing ] move to the country, and live a long, happy life together where they almost never fight about money. [ dog barks ] because right after they get married, they'll find some retirement people who are paid on salary, not commission. they'll get straightforward guidance and be able to focus on other things, like each other, which isn't rocket science. it's just common sense. from td ameritrade. >> you're >> you're watching cnbc's "squawk on the street." we are watching the financial capital of the world where the opening bell is set to ring in 45 minutes and we are indicating to have an up day across the board on
surprise, technology bearing the brunt of the losses at this early going because of those dismal results from oracle. in oracle's defense analysts point out that such a strong executer they've had one-off glitches. >> it's always come back. again, i want to point out that i think that there's a lot that's not great. it has been the tale of two economies. there's ken pal from general mills on last night. that's a terrific story. but then you come back and you say, well, look, some of these stocks have been up, up, up, up, that are in that group. there's a big goldman piece today about the industrials. they like a bunch of stocks that are again moved una lot. i don't want to be sanguine here. i think there is a lot of stuff that's not good. >> cisco got downgraded, stock is down 3% right now. overall tech issue -- >> goldman's been saying over an over cisco's been taking share from juniper. obviously there's saying there's no share to be taken. that business is just not that good. oracle -- remember being amy packet, they did that acquisition order to boost. i don't know, if cisco's not do
level, and i think increasingly the technology, becky, of these things, if i can call it that with the rise of special committees and the rise of separate legal advisers and a lot more scrutiny both in the press and so forth, increasingly, these processes are getting more modern and more appropriate. i don't buy the idea that any management buy out by its nature is unfair. i don't buy that. >> the reason we asked you about this and the reason you can't talk specifically about dell is because today is the last day. it can be fair and that's an interesting argument. let's get both of your decisions about what you think about cyprus. what do you think? >> on monday we'll see some additional drama. i think things are not developing smoothly over the weekend, but we will move beyond that and this situation in cyprus will be resolved. this is not going to be damaging to the eurozone. that recovery process is in gear and moving forward. >> roger? >> i largely agree. i don't think it will have medium term or long-term large effect. >> john, you wouldn't worry about positioning
with technology. housing, to your point, brian, if this is a sector that we're watching 4% across the board. >> last week i was in las vegas. >> great interview with frank play. >> he's cut a million dollars per store. >> that's incredible. >> per store. on average. the sales of service? >> my home depot. i'm not kidding. i love going to my home depot. >> think about that, a million in cost per store on average, per store, and i asked him are you as lean as you can be? he said there's always room for operating efficiencies and they were in vegas and they were smiling and they were happy and home depot had their biggest quarterly spread on comparable same-store sales against lowe's. >> that's the biggest amount since the -- isn't it how weird they held it? >> by the way, excellent stuff about how the big black -- one-day friday is coming. that was just -- i like that. >> meaning they're about to come into the strongest period and that stock's going get hammered and -- >> and my charitable trust owns that. >> he'll kill me, but jim won the miracle gro. if you're growing marijuana legally it d
Search Results 0 to 5 of about 6